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Benefits and Insights

Why use Autotask PSA?

Key Features

  • Ticketing: The ticketing apparatus has an interface that offers simple workflow prioritization and a singular location that records and stores customer notes, contracts, incidents, and emails. Its customizable dashboards showcase quintessential metrics to keep users in the know about their company. 
  • Project Management: Automate project operations to systematically reach targets and obtain full transparency with event tracking in the project management appliance. Users may also access real-time information and connect everyone involved in their projects with email integrations. 
  • Account Management: Track KPIs to show the most up-to-date information together with analyzing new business possibilities and sales performance. This component also extends patron satisfaction metrics so users can stay on top of how to keep their patrons satiated. 
  • Time and Billing: Upkeep several contract types, terms and billing choices for guaranteed compliance and service quality with the time and billing appliance. This trait promptly applies time and expenses to any contract type and even allows clients to modify invoice information. 
  • Inventory and Procurement: Enable users to install and manage inventory at numerous worksites as well as verify the availability and reserve or choose inventory items when generating a contract, project or ticket charge. 
  • Resource Management: Review every calendar item including service calls, to-dos and appointments with the resource management feature. Users can also superintend time-off policies, initiate and trace weekly billable hour goals and administer workgroups. Users may even track skills, degrees and employee certificates. 
  • Automation and Service Delivery: Automate backend business procedures with workflow rules and alerts. Users are able to utilize checklists in the ticket to prescribe steps, regulate operations and enforce accountability. 

Suite Support

mail_outlineEmail: For email support, users may send an email to [email protected]
phonePhone: Users may dial 1-833-832-4780 for phone support
schoolTraining: Autotask’s training material includes masterclasses, workshops, live webinars, self-paced eLearning and live boot camps
local_offerTickets: Users may fill out the "Get in Touch" form on the Contact Us page

Autotask PSA Reviews

Average customer reviews & user sentiment summary:

212 reviews

76%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • Performance: Precisely 60% of users that discussed performance said the system meets company needs and it is easy to fix mistakes.
  • Accessories: Approximately 63% of users that mentioned functionality stated the solution has straightforward features.

Cons

  • Interface: Approximately 78% of users that discussed the look of the platform said this solution has a cluttered and clunky interface as well as a lengthy implementation process.
  • Performance: Of the users who discussed this program's overall performance, 40% said it required unnecessary steps to carry out a task and had too many pop-up windows.

Researcher's Summary:

Autotask PSA is a vigorous PSA and project management solution that is customizable to fit all business requirements. It's simple to fix errors and has an abundance of simple modules such as reporting, time tracking, invoicing, adjustable dashboards, billing, CRM and more. Although some users find that this application has a toilsome setup, the interface is clunky and it takes unnecessary clicks to execute tasks, the majority find that it's a manageable solution with the right amount of tools and is well worth the price tag.

User Sentiment i

Based on 212 reviews:

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